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Connecting and syncing Salesforce Orgs

Org Model setup; Connecting Salesforce Orgs to Elements; Syncing Orgs with Elements; Org connection settings; Sync setup; Org Discovery

Ksawery Lisinski avatar
Written by Ksawery Lisinski
Updated over a week ago

It only takes a few clicks and a couple of minutes to connect your Salesforce Org to Elements and initiate the sync of your metadata. You can connect multiple Orgs (Production Org and its derivative Sandbox Orgs) based on the number of available connection licenses.

Article outline

  • Prerequisites

  • Permissions required

  • Connecting an Org

  • Connection settings

  • Installing Elements Managed Package

  • Installing Chrome Extension

  • FAQs

  • You might be also interested in


Permissions required

In order to connect an Org for the first time in Elements you must be an Editor or Space Admin in the Space.

However, for the Org to successfully complete a sync you must have enough permissions in Salesforce to complete the sync. See more details on this here.

To run subsequent ad-hoc/manual syncs, any user with editor, manager, or owner permissions on an Org can trigger a sync.

Connecting an Org

Select the "Salesforce Orgs" menu item in the main application and click "Connect Org" button in the upper-right corner of the screen.

Select whether you want to connect a Production or a Sandbox Org. If it is a trial Space you will have an implementation already created, otherwise, you might need to create your first implementation.

Log in to the target Org with your Salesforce credentials.

That's it! The sync has started, and you will be notified when the Org Model has been built and analysed. The sync is also scheduled automatically at a random time between 9 PM and 6 AM in your time-zone. You can change the schedule in the Org settings.

Connection settings

For any connected Salesforce Org, you can open the Org settings tab in the right panel to adjust the connection settings. This tab is only visible to users with Space Admin permission.

Available options:

Installing Elements Managed Package

If you want to provision your Salesforce users to have access to Elements via Single Sign-On or if you want to analyse how different fields are used across available records (field % population) then you need to install our managed package to connected Org.

Installing Chrome Extension

To see Elements insights and in-app help inside Salesforce Setup and record pages, you need to install the Chrome Extension.

Frequently Asked Questions

Where is the data stored?

We only store your configuration metadata, not your Salesforce data, i.e. objects, fields, email templates, apex triggers. This is stored in our database running on AWS, not on the Salesforce platform.  Here is our Data Security and Compliance Document

Do you store my password?

No. We authenticate against your Salesforce password using OAuth, so we never see or store your password.

How long does it take to sync the Org?

It depends on the complexity and size of the Org. A standard Dev Org can take 15 minutes to sync while very big and complex Orgs can take up to 4 hours.

You might be also interested in

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